See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,606 | $138,065-33.6% | $123,544-25.9% | $135,375-32.3% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -9.98% | 153.68%-163.7pp | 119.20%-129.2pp | 519.73%-529.7pp |
| Employer contribution / active EE | $943 | $5,151-81.7% | $4,628-79.6% | $4,779-80.3% |
| Participant deferral / active EE | $10,462 | $6,799+53.9% | $6,426+62.8% | $5,609+86.5% |
| Admin fee / account holder | $147 | $10,916-98.7% | $9,284-98.4% | $10,827-98.6% |